HEDGEBOOK LIMITED and HEDGEBOOK UK LIMITED (together “Hedgebook“, “we“, “our” or “us“) are strongly committed to being responsible custodians of the information you provide us and the information we collect in the course of operating our business.
This Privacy Notice explains how Hedgebook, as a data controller, may collect, use, share and protect information that we obtain about you directly or indirectly in accordance with applicable data privacy laws.
Where you use our services, or your personal data is processed in connection with such services, and we control the purpose for which such personal data is processed, Hedgebook will be the data controller of such information.
From time to time, there may be more than one data controller of your information within our group where you have engaged different parts of our broader organisation to provide different or jointly delivered services.
This Privacy Notice does not apply to, and Hedgebook is not responsible for, any third party websites which may be accessible through links from this website (please see section 12 (Online services – Links to third party sites, services and content) below for more information).
This Privacy Notice explains and describes:
This Privacy Notice applies:
This Privacy Notice additionally applies to our website and online services, including, https://www.hedgebookpro.com/, https://app.hedgebookpro.com, https://www.hedgebookaudit.com and any other website, mobile app or other online service created or hosted by us from time to time on which this Privacy Notice appears (together, our “online services”) through which we may collect certain details if, for example, you want to subscribe to any publications or newsletters that we may periodically issue.
“Personal data” is any information that can be used to identify you or that we can link to you.
Where you use our services, we will collect personal data directly from you.
We may also collect personal data from third parties such as your employing organisation, regulatory authorities, recruitment agencies, credit reporting agencies, information or service providers, publicly available records, and the third parties described in section 7 (Disclosure of your information) below.
We collect information that you voluntarily provide to us, including when you communicate with us via email or other channels; when you sign up for or request that we send you newsletters, alerts, or other materials; when you sign up for a webinar or event; and when you respond to our communications or requests for information.
The information you provide may include current and historical personal data including your name, contact details, title, identification, employment, positions held and enquiry/complaint details and information about the organisation with which you are affiliated. We may also collect personal data about your other dealings with us and our clients, including any contact we have with you in person, by telephone, email or online.
We may collect information from other sources, such as social media platforms that share information about how you interact with our social media content, and any information gathered through these channels will be governed by the privacy settings, policies, and/or procedures of the applicable social media platform, which we strongly encourage you to review.
We will handle any unsolicited information in accordance with law, including destroying or de-identifying such information where we are required to do so.
When you use our online services, we may collect the following:
If you apply for a job or work placement with Hedgebook then you may need to provide information about your education, employment, racial background and state of health. As part of your application you will be asked to provide your express consent to our use of this information to assess your application and to allow us to carry out both recruitment analytics and any monitoring activities which may be required of us under applicable law as an employer. We may also carry out screening checks (including reference, background, directorship, financial probity, identity, eligibility to work, vocational suitability and criminal record checks) and consider you for other positions.
We may exchange your personal data with academic institutions, recruiters, screening check providers, health service providers, professional and trade associations, law enforcement agencies, recruitment analytics providers, referees and your current and previous employers. We may also gather additional information about you from publicly available resources such as LinkedIn or other social or professional media platforms and collate this with the information that you provide to us. Without your personal data, we may not be able to progress considering you for positions with us.
In some instances, personal data must be provided to us in order for us to legally or contractually perform services to you. Where relevant we will highlight to you those details that we are obligated to collect.
Where we intend to use your personal data, we rely on the following legal grounds:
Performance of a contract: We may need to collect and use your personal data to enter into a contract with you or to perform a contract that you have with us. Where we respond to your requests and provide you with services in accordance with our terms and conditions or other applicable terms of business agreed with you or with your employing organisation.
Legitimate interests: Where we consider use of your information as being (a) non-detrimental to you, (b) within your reasonable expectations, and (c) necessary for our own, or a third party’s legitimate purpose, we may use your personal data, which may include:
Compliance with a legal obligation: We may be required to process your information due to legal requirements, including employment laws, tax laws and other regulatory provisions applicable to Hedgebook as a provider of online treasury management software services.
Consent: You may be asked to provide your consent in connection with certain services that we offer, for example in respect of any processing of your personal data for our marketing purposes where you or your employing organisation is not a client of Hedgebook, or in respect of certain special categories of personal data such as your health or racial background for which we are legally obliged to gain your consent due to the sensitive nature of such information and the circumstances in which it is gathered or transferred. Where we are reliant upon your consent, you may withdraw this at any time by contacting us in accordance with section 15 (Further information) below, however please note that we will no longer be able to provide you with the products or services that rely on having your consent.
Depending upon the circumstances in which we gather your personal data, we may use your information to provide you with services and information, or for any of the following purposes:
We may not be able to do some or all of these things without your personal data.
If at any time we intend to change the purpose for which we hold your personal data, for example to offer you with a complimentary service that we may provide in the future, we will give you prior information of that new purpose so you are aware of this.
We may, in providing our services and operating our business, allow access to your personal data to the different entities within Hedgebook’s group for our internal administrative purposes such as billing, promoting our events and services, and providing you or your organisation with services, provided in all instances that such processing is consistent with section 5 (Legal basis for usage of personal data) above and applicable law.
We may exchange your personal data with third-party service providers contracted to Hedgebook where any of the following apply:
Any third parties that we may share your data with are obliged to keep your details securely, and to use them only to fulfil the service they provide you on Hedgebook’s behalf. When such third parties no longer need your personal data to fulfil this service, they will dispose of such details in line with Hedgebook’s procedures unless they are themselves under a legal obligation to retain information (provided that this will be in accordance with applicable data privacy laws). If we wish to pass your sensitive personal data onto a third party we will only do so once we have obtained your consent, unless we are legally required to do otherwise.
We also provide anonymous statistical information about users of our websites and related usage information to reputable third parties, including analytics and search engine providers.
We own the database rights in the information collected via our online services. We do not sell, rent, or otherwise share information that reasonably identifies you or your organisation with unaffiliated entities for their independent use except as expressly described in this Privacy Notice or with your express prior permission.
We may share information that does not reasonably identify you or your organisation as permitted by applicable law.
Where you are submitting personal data from within the European Economic Area (“EEA”), such information may be transferred to countries outside the EEA.
By way of example, this may happen if one or more of our third party service providers with whom we share personal data in accordance with section 7 (Disclosure of your information) are located, or have their servers located, outside your country or the country from which the data were provided.
If we transfer your information outside the EEA in this way, we will take steps to ensure that your privacy rights continue to be protected.
We retain the information we collect no longer than is reasonably necessary to fulfil the purposes that such data was originally collected in accordance with our internal data retention polices or to comply with our legal and regulatory obligations.
A maintained copy of our retention policy is available upon request. Should you wish to review our retention policy then please contact us in accordance with section 15 (Further information) below. Data Retention Policy
We take steps to hold information securely in electronic or physical form.
Our information security policy is supported by a variety of processes and procedures, and we store information in access controlled premises or electronic databases requiring logins and passwords. All employees, officers or contractors of Hedgebook and third party providers with access to confidential information are subject to access controls and confidentiality obligations, and we require our third-party data storage providers to comply with appropriate information security industry standards.
Whilst we continually strive to ensure that our systems and controls are updated to reflect technological changes, the transmission of information via the internet is not completely secure, and as such we cannot guarantee the security of your data transmitted to our online services which is at your own risk.
If you communicate with us using a non-secure web platform, you assume the risks that such communications between us are intercepted, not received, delayed, corrupted or are received by persons other than the intended recipient.
Once we have received your information, we will take reasonable steps to use procedures and security features to try to prevent unauthorised access, modification or disclosure.
You can help us to keep your information secure by ensuring that any user name or password in relation to our online services is kept strictly personal to you and not be made available to any other person. You should stop using your username and password and notify us immediately if you suspect that someone else may be using your user details or password.
Cookies are small text files that are placed on your computer by websites that you visit. They are widely used in order to make websites work, or work more efficiently to improve the user experience, as well as to provide certain information to the owners of the site.
We may, for example, collect information about the type of device you use to access our online services, the operating system and version, your IP address, your general geographic location as indicated by your IP address, your browser type, the content you view and features you access on our online services, the web pages you view immediately before and after you access our online services, whether and how you interact with content available on our online services, and the search terms you enter on our online services.
Hedgebook’s website sets cookies which remain on your computer for differing times. Some expire at the end of each session and some remain for longer so that when you return to our website, you will have a better user experience.
Which cookies we use
Detailed below are the cookies we use and why and how long they last.
Hedgebook uses session cookies (non-persistent) cookies as a means of identifying you to the server. This is a standard approach for web applications and is done to provide you with a secure usage experience. The session cookie will be deleted from your browsers when you end your session, hence its name. The unique identifier that it contains will be stored with our audit records and is one of the items of data we store as part of our ability to repudiate user activity. Hedgebook uses persistent cookies to have your browser “remember” some information about your preferences e.g. which portfolio you were last in. This information is used purely to provide you with a better, more efficient user experience.
Control of cookies
Web browsers allow you to exercise some control of cookies through the browser settings. Most browsers enable you to block cookies or to block cookies from particular sites. Browsers can also help you to delete cookies when you close your browser. You should note however, that this may mean that any opt-outs or preferences you set on our website will be lost. To find out more about cookies, including how to see what cookies have been set and how to manage and delete them, visit www.allaboutcookies.org which includes information on how to manage your settings for the major browser providers
In addition to our online services, which we control directly, we also use and provide links to websites which are controlled by third parties, which may include:
If you use or follow a link to any of these third-party websites, please be aware that these websites have their own privacy policies and that we cannot accept any responsibility for their use of information about you.
Our online services may include integrated content or links to content provided by third parties (such as video materials). This Privacy Notice does not address the privacy, security, or other practices of the third parties that provide such content.
We engage third parties that support the operation of our online services, such as analytics providers. These third parties may use technologies to track your online activities over time and across different websites and online platforms. [Please see section 11 (Cookies Policy) above for more information.]
Under applicable data protection legislation, we have a duty of care to ensure that your personal data is accurate and up to date. Therefore, please contact us to update or correct your information if this changes or if you believe that any information that we have collected about you is inaccurate at [email protected].
Where you have consented to our processing of certain personal data, you can at any time withdraw such consent and/or tell us not to contact you with updates and information regarding our products and services (or part of them) either at the point such information is collected, (by leaving the relevant box unticked) or, where you do not wish us to continue to use your information in this way, by following the unsubscribe instructions on any communications sent to you. Please note that where you withdraw your consent we will no longer be able to provide you with the products or services that rely on having your consent. You can also exercise this right at any time by contacting us using the contact details at the end of this Privacy Notice.
You can request:
You also have the right to object to, or request the restriction of, our use of your personal data.
If you would like to exercise any of the rights set out in this section, please contact us using the details set out in section 15 (Further information) below. We may refuse to provide access where we have legitimate reasons for doing so under applicable data privacy laws, and in exceptional circumstances may charge a fee for access if the relevant legislation allows us to do so, in which case we will provide reasons for our decision.
You may submit a complaint to the Information Commissioners Office, details of which can be found at https://ico.org.uk/global/contact-us.
If you make a privacy complaint, we will respond to let you know how your complaint will be handled. We may ask you for further details, consult with other parties and keep records regarding your complaint.
Your provision of personal data to us or use of our online services constitutes your acceptance of the terms of this Privacy Notice.
As technologies and information governance practices develop, and data privacy laws (and surrounding guidance) evolve, we may need to revise this Privacy Notice. You should therefore review this page regularly to ensure that you are aware of any changes to its terms.
We will post any Privacy Notice changes on this page and, if the changes are significant or may materially impact upon your rights, we will provide a more prominent notice or contact you by other means (including, for certain services, email notification of Privacy Notice changes).
To find out more about Hedgebook please visit https://www.hedgebookpro.com/.
Hedgebook at your request, can confirm what information we hold about you and how it is processed. If Hedgebook does hold personal data about you, you can request the following information by contacting us using the details below:
In order to verify the identity of those who make a request to us, we will accept the following forms of ID when information on your personal data is requested:
If you have any questions, concerns or comments about this Privacy Notice, or want to submit a written complaint about how we handle your personal data, please contact us [or our EU Representative] via any of the following means:
Our contact details are as follows:
Level 33, Vero Centre
48 Shortland Street
Email: [email protected]
Tel: +64 9 917 3460
Date of last update: 26 April 2023